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Range Advisory’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Range Advisory’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,548
Closed -$303K – 277
2025
Q4 		$303K Buy
+12,548
New +$304K 0.08% 143

Other funds holding PWZ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Range Advisory's PWZ Position: Q1 2026 in Review

Range Advisory sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2026, closing a stake of 12,548 shares — an estimated $303K sold.

Range Advisory first reported a position in PWZ in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 127 funds tracked by Wall St. Rank hold PWZ as of Q1 2026.

  • Range Advisory reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Range Advisory sold 12,548 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $303K.
  • Range Advisory first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Range Advisory's Invesco California AMT-Free Municipal Bond ETF position peaked at $303K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Range Advisory's 13F filing for Q1 2026, filed 2 Sep 2026.